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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,005 | $129,737+24.1% | $119,126+35.2% | $154,746+4.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.16% | 379.08%-365.9pp | 282.11%-268.9pp | 172.34%-159.2pp |
| Employer contribution / active EE | $3,905 | $4,375-10.7% | $4,034-3.2% | $4,379-10.8% |
| Participant deferral / active EE | $11,681 | $5,842+99.9% | $5,318+119.6% | $6,730+73.6% |
| Admin fee / account holder | $34,006 | $11,961+184.3% | $10,693+218.0% | $14,365+136.7% |